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Request for Proposal DMDII-17-01 Digitally Enabling the Supply Chain Technology Thrust Area: Agile, Resilient Supply Chain Revision 1.0 Release Date: 4 August 2017 POC: Scott Kruse Project Innovation Engineer Digital Manufacturing and Design Innovation Institute [email protected] Issued By: Digital Manufacturing and Design Innovation Institute 1415 N Cherry Ave Chicago, IL 60642 [email protected]

Request for Proposal - UI LABS · Request for Proposal ... A separate document, the Proposal Preparation Kit (PPK), ... Program Management Plan 0-15 Points

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Page 1: Request for Proposal - UI LABS · Request for Proposal ... A separate document, the Proposal Preparation Kit (PPK), ... Program Management Plan 0-15 Points

Request for Proposal

DMDII-17-01 Digitally Enabling the Supply Chain

Technology Thrust Area: Agile, Resilient Supply Chain

Revision 1.0 Release Date: 4 August 2017

POC: Scott Kruse

Project Innovation Engineer Digital Manufacturing and Design Innovation Institute

[email protected]

Issued By:

Digital Manufacturing and Design Innovation Institute 1415 N Cherry Ave Chicago, IL 60642 [email protected]

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Table of Contents 1 Record of Change .................................................................................................................................... 3

2 Project Call Purpose ................................................................................................................................ 4

2.1 Key Dates ........................................................................................................................................ 4

2.2 Submission Information .................................................................................................................. 4

3 Project Evaluation Criteria ....................................................................................................................... 4

4 Request for Proposal Summary ................................................................................................................ 5

5 Project Requirements ............................................................................................................................. 7

5.1 Travel Requirements ...................................................................................................................... 7

5.2 Period of Performance Requirements ........................................................................................... 8

5.3 Funding Requirements ................................................................................................................... 8

6 Request for Proposal Questions & Answers............................................................................................. 8

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1 Record of Change

Version Date Sections Description

1.0 4-August-2017 Original

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2 Project Call Purpose Digital Manufacturing and Design Innovation Institute (DMDII) Request for Proposals are issued to

address research and development needs in digital design and manufacturing technology that are

aligned with the technical objectives of the DMDII (also referred to as the Institute). This Request for

Proposal (RFP) is a description of a specific technology objective. A separate document, the Proposal

Preparation Kit (PPK), offers detailed instructions for the Proposal development, format and

submission instructions. The Proposal Preparation Kit (DMDII_17-01_and_17-

02_Proposal_Preparation_Kit_(PPK)_1.0_8.4.2017) can be found here.

2.1 Key Dates

Phase 1 Key Event Dates

Request for Proposals released August 4, 2017

All Project Participants are DMDII Members October 2, 2017

Technical and Cost Proposals due October 2, 2017

Selection notices provided October 31, 2017

Phase 2 Key Event Dates

Initial review of Enterprise Award Agreement November 20, 2017

All clarifications/negotiations on SOW and Cost Proposal complete November 20, 2017

Project Awarded December 19, 2017

Project Kickoff Meeting January 19, 2018

*Phase 2 Dates are Estimates

2.2 Submission Information Each project team which is planning on submitting a Proposal to this Request for Proposal must submit

their Technical Proposal and Cost Proposal no later than 12:00PM Central Time, October 2, 2017.

All Submissions should be made electronically to [email protected]. Please include the RFP

designation (e.g., “DMDII-17-<xx> – <RFP Title> - <Offeror Name> - <Proposal Title>”) in the subject line

of the email.

3 Project Evaluation Criteria DMDII’s primary goal is to apply digital manufacturing technologies to solve business problems. To this

end, successful proposers must demonstrate an understanding of both the business needs as well as the

technology solutions. Proposals should provide a crystal clear explanation of the problems that are to be

solved, and how the project success will benefit the manufacturing organizations.

Each Proposal is evaluated by a specific set of criteria. The PPK defines a general list of Technical

Proposal evaluation criteria, all of which are applicable to this RFP.

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Evaluation Criteria Points Available

Requirements Compliance 0-5 Points

Problem Statement and DMDII Relevance 0-20 Points

Methodology 0-30 Points

Technology Transition Plan and Impact to Industrial Base 0-15 Points

Team Qualifications 0-10 Points

Program Management Plan 0-15 Points

Cost Factors 0-5 Points

Total Points Possible 100 Points

4 Request for Proposal Summary Industry has long expressed interest in the use of model-based methods and digital thread capabilities to

unlock breakthrough productivity improvements across the supply chain. The automation of critical

information flows such as exchange of product and procurement data and reporting of key quality

measures, can enhance supply chain visibility and improve performance of the overall enterprise. Within

the manufacturing industry, however, there is a large majority of parts produced prior to advancement in

digital capabilities. These legacy parts present a unique challenge with non-relational 2D documents and

separate manufacturing specs currently stored in fragmented, non-standard formats which prevent digital

transmission across the supply chain. This is in comparison with greenfield (new development) products

where there is an opportunity to comply with model based definition techniques from concept to end-of-

life. Legacy parts and supply chain operations present barriers to practically realizing the benefits of digital

technologies, including those enabled by model based definition, and despite significant investment in

technologies, standards, and tools, the utilization of digital methods in the supply chain remains

fragmented.

This project call seeks to create a roadmap and set of playbooks -- minimally one for Original Equipment

Manufacturers (OEMs) and one for Small/Medium Manufacturers (SMMs) -- to guide the implementation

of digitally-enabled supply chain practices and technologies. Successful projects will examine and define

the current state and desired state of digitally-enabled supply chain practices and technologies across the

design and manufacture supply chain, including networks comprising both large OEMs and SMMs. The

team should work directly with SMMs and OEMs to identify their pain points and current practices to

evaluate high impact supply chain practices and identify crucial information flows to identify on a roadmap

the high-value gaps in technology that are preventing the realization of a digitally enabled supply chain.

The team should identify the financial incentives for organizations to implement the specific steps within

the playbooks to help further the adoption of the playbooks themselves. The team will need also need to

review the current state of model-based technology solutions and standards such as STEP AP242, STEP

AP203, STEP AP214, JT, and QIF that may affect how data is created, transferred and consumed by entities

within the supply chain. Additionally, projects should take into account both legacy and greenfield

products. Projects should evaluate high impact supply chain practices and identify crucial information

flows supporting those to define a digitally-enhanced roadmap that makes maximum use of available

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technologies, tools, and standards for information exchange.

Projects should consider recent and ongoing research at DMDII (see list below) and other relevant projects

from DoD, NIST and standards organizations, to identify opportunities to leverage, connect or

complement these projects with new research that will bridge the gap between the current and desired

state. Serious consideration must be given to real-world constraints among the SMM community,

including limited access to technology and working capital due to the very high degree of business

fragmentation, nearly non-existent R&D budgets, and very thin operating margins. Successful proposals

will plan to take these conditions into account to propose a set of follow-on project calls that aim to fill

the high-value gaps in the roadmap and unblock the largest OEMs to the smallest SMMs from reaping the

productivity benefits of digital model-based technology.

The team should leverage current and previous project efforts that affect the data flow within a supply

chain, to assist in connecting the dots to formulate recommendations and the roadmap. A few of such

efforts are:

• DMDII 14-06-01: Supply Chain Model Based Enterprise and Technical Data Package Improvement

• DMDII 14-08-01: Integrated Design and Manufacturing Models with Metrology

• DMDII 14-10-01: AVM Standards Development and Promulgation

• DMDII 14-02-02: Mind the Gap – Filling the Gap between CAD and CNC with Engineering Services

• DMDII 15-11-08: Capturing Product Behavioral and Contextual Characteristics through a Model-

Based Feature Information Network

• DMDII 14-06-05: Operate, Orchestrate and Originate (O3)

• DMDII 14-01-10: Elastic Cloud-based Make

• DMDII 15-16-02: Democratizing the Model based Domain from Design to Verification: Automatic

Generation of Optimized CMM Programs on the DMC

• Information sharing and exchange in the context of product lifecycle management: Role of

standards

• Analysis of Standards for Lifecycle Management of Systems for US Army --- a preliminary

investigation

In developing the roadmap and playbook of recommendations for digital technology implementation,

the team should analyze what organizations (SMMs and OEMs) can reasonably accomplish given the

practical constraints. Teams can then develop playbooks of steps for large and small organizations to

create a digitally enabled supply chain. The playbooks should be developed in a fashion to increase

accessibility and ease of integration into the Digital Manufacturing Commons.

The roadmap and playbook shall aim to address the pain points identified by DMDII industry members.

Such use cases which address these pain points include but are not limited to:

• As a supply chain manager, I want to have suppliers confirm they have the latest specification or

drawing to make sure they are shipping the correct part.

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• As an OEM supply chain manager, I want one location where any supplier submits documents so

I can easily retrieve them with no duplication of data entry and so approval workflow is visible.

• As an SMM I want to provide feedback on new parts so I can help and OEM reduce their part costs

and streamline manufacturing.

A successful project team will have the following representation:

• Original equipment manufacturers (OEMs)

• Small & medium manufacturing organizations (SMMs)

• Software providers

• Model based definition subject matter experts

• Supply chain subject matter experts

Project Deliverables:

• A roadmap for methods, standards and technology implementation and adoption for SMMs and

OEMs to create a more efficient supply chain through the utilization of model-based methods.

The roadmap should minimally include:

o Baseline of the current state of digital supply chain practices and extent of

information exchange in support of that, including standards and tools

o Identification of the desired state for industry at large

o Gaps identified and necessary steps to get to the desired state

o Solutions for handling legacy product data and new product data

• A playbook for SMMs listing recommendations and prioritized steps in the current context/reality

for SMMs to incrementally realize the future model-based supply chain and to traverse the

roadmap created by this project.

• A playbook for OEMs listing recommendations and prioritized steps in the current context/reality

for OEMs to incrementally realize the future model- based supply chain including legacy parts and

to traverse the roadmap created by this project.

• Technology development recommendations for future DMDII projects based on identified gaps

and the unique assets available through the membership consortium.

DMDII anticipates choosing one team to complete this project, however, we reserve the right to work

with the proposing teams to modify scope and readjust the project teams to best suit this effort. DMDII

anticipates working directly with each of the team members to manage scope, timeline, contracting, etc.

5 Project Requirements

5.1 Travel Requirements Proposals should include funding for three trips per year for two people for presenting to the DMDII

membership. These trips may be for travel to UI LABS or to another location at the request of DMDII

(e.g., a conference, workshop, showcase, etc.). For estimation purposes, use Chicago, IL as the

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destination.

5.2 Period of Performance Requirements Proposed projects should be no more than twelve (12) months in duration. Please note that projects are

initiated once an Enterprise Award Agreement is signed, therefore, the project duration must include

the subcontracting of all project participants between the Lead Organization and the Project Participants.

5.3 Funding Requirements The DMDII anticipates awarding 1-2 projects for up to $500,000 per project, not inclusive of expected

cost share, under the DMDII-17-01 RFP. Final award amounts will be adjusted accordingly based on

Proposals received and subsequent evaluations. This project requires a minimum 1-to-1 Cost Share

in aggregate by each Offeror team.

6 Request for Proposal Questions & Answers Interested parties may submit questions to [email protected]. All new questions and answers received

may be posted here.